Advisor at Equip Financial Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Hi! Thanks for taking a minute or two to read my bio.
I formed Equip Financial Partners after over a decade working in wealth management. I realized there is a common theme in the industry. Many advisors say they work with business owners, but what they really mean is that they're ready to swoop in during the last year or two before the owner is ready to sell so they can capture and manage the assets.
I prefer to be along for the ride. Most advisors don't do this because there's "no money to manage." I've built my services to focus on the issues that are unique and important to business owners. I understand the business is "the investment." It's also going to have better returns than just about anything you'll find in the stock market.
I help owners: • minimize taxes • create an exit strategy • know their "walk-away number" • focus on building transferable value • protect their business value • protect their family and their wealth
However, there's a problem that is often faced that prevents owners from handling these matters--They don't understand their business's finances. They know what happened, but they can't look forward and predict what's coming up. Because of this, I've created Equip CFO which offers fractional CFO services. Between these two entities, we are able to handle just about any financial-related question or issue that arises for business owners.
So, whether you're ready to sell, looking to grow, or just want to plan more efficiently, we're here to help.
Thanks again for reading! I look forward to connecting.
1%: $0-$1M, 0.75%: $1M-$5M, 0.50%: $5M-$10M, 0.35%: $10M-$20M, 0.20%: $20M+
$5,000 Minimum Annual Fee
AUM is a tiered schedule. Dollars within a tier are charged the rate for that tier. Ongoing Financial Planning has an annual fee based on complexity, with a $5,000 minimum. Fee may be paid monthly or quarterly.
Equip Financial Partners, LLC
2022 - Present (4 years)
Brown Mcleod, Inc.
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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